Your dashboard is the home base you land on every time you log in. It gives you a quick read on how things are going and points you to your next move. Here is what each part is for.

![](https://app.chatwoot.com/rails/active_storage/blobs/redirect/eyJfcmFpbHMiOnsibWVzc2FnZSI6IkJBaHBCTFlNL0FVPSIsImV4cCI6bnVsbCwicHVyIjoiYmxvYl9pZCJ9fQ==--63a9a3bdf8c410b277c51cd7c9bf445f050a9dac/DASHBOARD.png)

## The sections

**Your profile card**
A snapshot of the connected account you are currently working in, with its follower count and bio, so you always know which channel you are looking at.

**Your results so far**
The summary row is your quick "is it working" view. One card shows your wins, and it follows what your agents are set up to do: **Sales Closed** for close-sale agents, **Calls Booked** for booking agents, and both side by side if you run a mix. Sales Closed counts sales that went through a Cloziq checkout, so anything you sold elsewhere will not appear there. The other card shows **Time Saved**, an estimate of the hours your agents handled for you. Hover the little info icon for exactly how it is calculated: booked calls count for about 10 minutes each and closed sales about 15, over the last 30 days, with a lifetime view too.

**Active initiatives**
A list of the initiatives currently live. Drafts and paused initiatives do not show here, so this view is only the automations actually running right now.

**Action items**
Your guided to-do list, in two groups.

**Setup** holds two ways to get your first offer and agent built. At the top, **Done for You Setup** builds drafts of both from your own web pages in about two minutes. Below it, **Classic Setup** opens the do-it-yourself checklist. Done for You Setup never retires, since it is useful every time you launch something new; Classic Setup retires itself once you have an offer, an agent, and an initiative.

**Guided tours** holds three short tours for offers, sales agents, and initiatives. Each walks you through the real builder with narration. Once you have taken one, its button changes to **Retake Tour**.

You can also archive items you have handled, and archived ones stay reachable.

**Account health**
Two live meters: your **Sales Conversations** used against your plan, and your **Contact Capacity**. These are the same numbers you will find in Settings → Billing, so nothing here will ever disagree with your bill.

## Finding everything else

The sidebar on the left is how you move around the rest of Cloziq. It is grouped so related things sit together:

- **Revenue Engine:** Dashboard, Offers, Sales Agents, Initiatives
- **Pipeline:** Contacts
- **Outcomes:** Earnings
- **Systems:** Settings, Help & Support

If you ever connect more than one account, you switch between them from the workspace area in the sidebar.

## Where to go next

If you have not launched yet, the fastest path is **The 15-minute first launch**. If you want to make Cloziq look like your brand on customer-facing pages, head to **Set your business identity**.

## Related articles

- [The 15-minute first launch](https://help.cloziq.com/hc/cloziq/articles/the-15-minute-first-launch)
- [Done for You Setup](https://help.cloziq.com/hc/cloziq/articles/done-for-you-setup)
- [Set your business identity](https://help.cloziq.com/hc/cloziq/articles/set-your-business-identity)
- [Glossary: key terms in Cloziq](https://help.cloziq.com/hc/cloziq/articles/glossary-key-terms)